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Correcting Accidentals: Using an Availability Study to Identify and
                                                       Resolve the “Suspensions” Impeding Access to Electronic Resources

                                                                                                                                        Sanjeet Mann , University of Redlands

 How often do e-resource errors occur?                                                                                                                            Why do e-resource errors occur?                                                                                    How can librarians fix them?
                                                                                                                                                                                                                                                                                    •Edit proxy server settings or adjust link resolver knowledge base to eliminate
                                                                                                                                                                                                                                                 Online scholarly research          proxy errors
                                                                                                                                                                                                                                                 requires interoperability
                                                                                                                                                                                                                                                 between multiple systems           •Contact database technical support staff to correct source metadata errors
                                                                                                                                                                                                                                                 operated by vendors,               •Customize local holdings in knowledge base or contact link resolver technical
                                                                                                                                                                                                                                                 libraries and other                support to correct holdings errors
                                                                                                                                                                                                                                                 organizations. Not
                                                                                                                                                                                                                                                 surprisingly, errors can           •Edit link resolver interfaces to include ISSN and title searching of library
                                                                                                                                                                                                                                                 occur at any juncture              catalogs
                                                                                                                                                                                                                                                 between the major                  •Configure link resolver to prevent circular linking; notify target full text
                                                                                                                                                                                                                                                 components: a library              providers of concatenated records and search algorithm issues that may
                                                                                                                                                                                                                                                 proxy server, source               cause additional loops
                                                                                                                                                                                                                                                 database, link resolver and
                                                                                                                                                                                                                                                 knowledgebase, and target          •Customize ILL forms to parse OpenURL metadata correctly for each item
                                                                                                                                                                                                                                                 resources.                         type
                                                                                                                                                                                                                                                                                    •Contact ILL vendor to ensure support for extended character sets, particularly
                                                                                                                                                                                                                                                 For this study, I tracked six      in non-Western languages
                                                                                                                                                                                                                                                 categories of error. While it
                                                                                                                                                                                                                                                 is difficult to precisely          •Learn about and advocate for initiatives such as NISO’s IOTA (Improving
                                                                                                                                                                                                                                                 ascribe a cause to each            OpenURL Through Analytics)
                                                                                                                                                                                                                                                 issue, the most common
                                                                                                                                                                                                                                                 problems seemed to
                                                                                                                                                                                                                                                 involve:
                                                                                                                                                                                                                                                                                                Redlands next steps
                                                                                                                                                                                                                                                 1) Forms and translation
                                                                                                                                                                                                                                                                                    •Edit WAM forward table to fix proxy errors
                                                                                                                                                                                                                                                    rules connecting Serials
                                                                                                                                                                                                                                                    Solutions to ILLIAD             •Adjust Serials Solutions holdings
                                                                                                                                                                                                                                                 2) Problems with the               •Contact database provider, Serials Solutions and OCLC support staff to
                                                                                                                                                                                                                                                    OpenURL title, date and         coordinate resolution of issues identified in this study
                                                                                                                                                                                                                                                    author fields
                                                                                                                                                                                                                                                 3) Less than optimal               •Customize ILLIAD forms as part of library-wide website redesign
                                                                                                                                                                                                                                                    selection of holdings in        •Continue ongoing usability testing of all aspects of library web presence
                                                                                                                                                                                                                                                    Serials Solutions               (LibGuides, catalog, Serials Solutions, ILLIAD)
         As Wakimoto et al. (2006) noted, most students expect immediate, full text                                                                                                                                                                                                 •Discuss how best to equip students and faculty to successfully obtain full text
                                                                                                                                                                                                                                                 Trainor and Price (2010)
         access to electronic resources. However, in my study of e-resource                                                                                                                                                                      note the impact of e-              (instruction, online tutorials, public Serials Solutions notes?)
         availability at the University of Redlands, only about 1 in 4 items was actually                                                                                                                                                        resource errors, which can         •Continue to build collaborative relationships with subscription agents and
         available. About 1 in 3 items had to be requested through ILL. 40% of items                                                                                                                                                             discourage users from              database, link resolver, ILL vendors. Openness and enthusiasm for working
                                                                                                                                                                                                                                                 using library resources for        together among all parties are crucial to improving the electronic research
         produced an error with the potential to confuse a student or delay fulfillment                                                                                                                                                          research in the future.
         of an interlibrary loan.                                                                                                                                                                                                                                                   experience for library users.




 Procedure                                              •ILL is no longer an “acquisition error”
                                                        (Ciliberti et al. 1998)                                                                                                                                                                                                                                      You can do it!
                                                        •Many students use simple keyword
                                                        searches and don’t go beyond the first                                                                                                                                                                                                            Before I embarked on this study I pilot tested a
                                                        result page                                                                                                                                                                                                                                       sample of 100 items. An availability “micro
                                                        •OpenURL targets must lead directly to
                                                        full text (PDF or HTML is ok)
                                                                                                                                                                                                                                                                                                          study” of this size or smaller can complement
                                                        •Desirability of a resource is inversely                                                                                                                                                                                                          your ongoing usability testing and help you
                                                        proportional to the time required to                                                                                                                                                                                                              prioritize troubleshooting efforts. Try running a
                                                        obtain it                                                                                                                                                                                                                                         few searches in an A&I database and document
                                                                                                                                                                                                                                                                                                          the results in a spreadsheet. This is a
 I started with the availability method as                                                                 I derived 4 searches in each of 10                      …ran the searches in an A&I            I tested the first 10 items from       Errors needed to be significant enough to stop a         fascinating task to delegate to well trained staff
 developed by Buckland (1975), Kantor                     …but modified it to account for                  disciplines from actual student                         database, and recorded data in a       each search for local print or         student (or an ILL direct request). This required        or student workers – everyone loves a good
 (1976), Nisonger (2009) and others…                      student search behavior observed                 research topics documented in our                       survey spreadsheet (available at       electronic availability, and for the   a judgment call in my simulated study. Next time         mystery!
                                                          in local usability tests.                        reference statistics tool…                              http://goo.gl/606us)                   presence of an error.                  I’ll use actual students…


Works Cited                                                                                                                                                                                      Acknowledgements                                                                              Contact
                                                                                              Nisonger, Thomas E. (2009). A Simulated Electronic Availability Study of Serial Articles Through
Buckland, Michael (1975). Book Availability and the Library User. New York: Pergamon.             a University Library Web Page. College & Research Libraries 70 (5): 422-446.                                                                                                                  Sanjeet Mann is Electronic Resources and Arts
Ciliberti, Anne, et al. (1998). Empty Handed? A Material Availability Study and Transaction
                                                                                                                                                                                                 This presentation would not be possible without the generous support of Armacost
                                                                                              Trainor, Cindi, and Jason Price (2010). Rethinking Library Linking: Breathing New Life into
    Log Analysis Verification. Journal of Academic Librarianship 24 (4): 282-289.                                                                                                                Library and the College of Arts Dean’s Office. Catherine Walker and Osman Trad                 Librarian at the University of Redlands.
                                                                                                 OpenURL. Chicago: American Library Association.
Kantor, Paul (1976). Availability Analysis. Journal of the American Society for Information   Wakimoto, Jina Choi, et al. (2006). The Myths and Realities of SFX in Academic Libraries.          of ITS provided timely assistance with printing.                                               Email: sanjeet_mann@redlands.edu
    Science 27 (5): 311-320.                                                                     Journal of Academic Librarianship 32 (2): 127-136.

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Correcting Accidentals

  • 1. Correcting Accidentals: Using an Availability Study to Identify and Resolve the “Suspensions” Impeding Access to Electronic Resources Sanjeet Mann , University of Redlands How often do e-resource errors occur? Why do e-resource errors occur? How can librarians fix them? •Edit proxy server settings or adjust link resolver knowledge base to eliminate Online scholarly research proxy errors requires interoperability between multiple systems •Contact database technical support staff to correct source metadata errors operated by vendors, •Customize local holdings in knowledge base or contact link resolver technical libraries and other support to correct holdings errors organizations. Not surprisingly, errors can •Edit link resolver interfaces to include ISSN and title searching of library occur at any juncture catalogs between the major •Configure link resolver to prevent circular linking; notify target full text components: a library providers of concatenated records and search algorithm issues that may proxy server, source cause additional loops database, link resolver and knowledgebase, and target •Customize ILL forms to parse OpenURL metadata correctly for each item resources. type •Contact ILL vendor to ensure support for extended character sets, particularly For this study, I tracked six in non-Western languages categories of error. While it is difficult to precisely •Learn about and advocate for initiatives such as NISO’s IOTA (Improving ascribe a cause to each OpenURL Through Analytics) issue, the most common problems seemed to involve: Redlands next steps 1) Forms and translation •Edit WAM forward table to fix proxy errors rules connecting Serials Solutions to ILLIAD •Adjust Serials Solutions holdings 2) Problems with the •Contact database provider, Serials Solutions and OCLC support staff to OpenURL title, date and coordinate resolution of issues identified in this study author fields 3) Less than optimal •Customize ILLIAD forms as part of library-wide website redesign selection of holdings in •Continue ongoing usability testing of all aspects of library web presence Serials Solutions (LibGuides, catalog, Serials Solutions, ILLIAD) As Wakimoto et al. (2006) noted, most students expect immediate, full text •Discuss how best to equip students and faculty to successfully obtain full text Trainor and Price (2010) access to electronic resources. However, in my study of e-resource note the impact of e- (instruction, online tutorials, public Serials Solutions notes?) availability at the University of Redlands, only about 1 in 4 items was actually resource errors, which can •Continue to build collaborative relationships with subscription agents and available. About 1 in 3 items had to be requested through ILL. 40% of items discourage users from database, link resolver, ILL vendors. Openness and enthusiasm for working using library resources for together among all parties are crucial to improving the electronic research produced an error with the potential to confuse a student or delay fulfillment research in the future. of an interlibrary loan. experience for library users. Procedure •ILL is no longer an “acquisition error” (Ciliberti et al. 1998) You can do it! •Many students use simple keyword searches and don’t go beyond the first Before I embarked on this study I pilot tested a result page sample of 100 items. An availability “micro •OpenURL targets must lead directly to full text (PDF or HTML is ok) study” of this size or smaller can complement •Desirability of a resource is inversely your ongoing usability testing and help you proportional to the time required to prioritize troubleshooting efforts. Try running a obtain it few searches in an A&I database and document the results in a spreadsheet. This is a I started with the availability method as I derived 4 searches in each of 10 …ran the searches in an A&I I tested the first 10 items from Errors needed to be significant enough to stop a fascinating task to delegate to well trained staff developed by Buckland (1975), Kantor …but modified it to account for disciplines from actual student database, and recorded data in a each search for local print or student (or an ILL direct request). This required or student workers – everyone loves a good (1976), Nisonger (2009) and others… student search behavior observed research topics documented in our survey spreadsheet (available at electronic availability, and for the a judgment call in my simulated study. Next time mystery! in local usability tests. reference statistics tool… http://goo.gl/606us) presence of an error. I’ll use actual students… Works Cited Acknowledgements Contact Nisonger, Thomas E. (2009). A Simulated Electronic Availability Study of Serial Articles Through Buckland, Michael (1975). Book Availability and the Library User. New York: Pergamon. a University Library Web Page. College & Research Libraries 70 (5): 422-446. Sanjeet Mann is Electronic Resources and Arts Ciliberti, Anne, et al. (1998). Empty Handed? A Material Availability Study and Transaction This presentation would not be possible without the generous support of Armacost Trainor, Cindi, and Jason Price (2010). Rethinking Library Linking: Breathing New Life into Log Analysis Verification. Journal of Academic Librarianship 24 (4): 282-289. Library and the College of Arts Dean’s Office. Catherine Walker and Osman Trad Librarian at the University of Redlands. OpenURL. Chicago: American Library Association. Kantor, Paul (1976). Availability Analysis. Journal of the American Society for Information Wakimoto, Jina Choi, et al. (2006). The Myths and Realities of SFX in Academic Libraries. of ITS provided timely assistance with printing. Email: sanjeet_mann@redlands.edu Science 27 (5): 311-320. Journal of Academic Librarianship 32 (2): 127-136.